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VANTAGE WEALTH MANAGEMENT LLC

Advisory

AVENTURA, FL

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in FL
#1,493
of 2,610 advisers by AUM
Average account
$1M
across 56 accounts
AUM per adviser
$34M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$67M
Discretionary %
100%
Clients
56
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$67M
Discretionary AUM$67M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients56
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, FL, NY, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

PARE PARTNERS LLC
MIAMI, FL
$67M
-11.4% 1Y
STEADFAST FINANCIAL SERVICES, INC.
$67M
+35.9% 1Y
CALVO FUNDS, LLC
MIAMI, FL
$67M
+49.9% 1Y
INTEGRITT INVESTMENT MANAGEMENT LLC
STUART, FL
$67M
CARL DOMINO INC.
WEST PALM BEACH, FL
$67M
-18.8% 1Y
WASMER, SCHROEDER & COMPANY, LLC
NAPLES, FL
$67M
-99.3% 1Y

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